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ATWYX vs RWBEX
ATWYX vs RWBEX Comparison
Open Charts ATWYX vs RWBEX
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.96
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets992.83M
American Funds Capital World Gr&Inc R2E
Price$71.63
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
ATWYX vs RWBEX Comparison Chart in %
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ATWYX vs. RWBEX commentary
Dec 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ATWYX is a StrongBuy and RWBEX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 142B vs. ATWYX (993M). ATWYX pays higher dividends than RWBEX: ATWYX (1.03) vs RWBEX (0.97). ATWYX was incepted earlier than RWBEX: ATWYX (22 years) vs RWBEX (11 years). RWBEX (1.21) is less costly to investors than ATWYX (1.05). RWBEX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (23.00). ATWYX has a lower initial minimum investment than RWBEX: ATWYX (0) vs RWBEX (250). ATWYX annual gain was more profitable for investors over the last year : 15.22 vs. RWBEX (12.00). ATWYX return over 5 years is better than : 47.95 vs. RWBEX (28.98).
| ATWYX | RWBEX | ATWYX / RWBEX | |
| Total Expense Ratio | 0.73 | 1.21 | 60% |
| Annual Report Gross Expense Ratio | 1.05 | 1.21 | 87% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 17.307 | 14.050 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 993M | 142B | 1% |
| Annual Yield % from dividends | 1.03 | 0.97 | 106% |
| Returns for 1 year | 15.22 | 12.00 | 127% |
| Returns for 3 years | 64.69 | 44.34 | 146% |
| Returns for 5 years | 47.95 | 28.98 | 165% |
| Returns for 10 years | 91.30 | 70.43 | 130% |
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